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IVC Wealth Advisors’s CoStar Group CSGP Stock Holding History

IVC Wealth Advisors’s Portfolio CSGP Stock Details CSGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,464
Closed -$367K – 182
2025
Q4 		$367K Sell
5,464
-396
-7% -$28.1K 0.16% 114
2025
Q3 		$494K Sell
5,860
-597
-9% -$52.8K 0.22% 86
2025
Q2 		$519K Sell
6,457
-363
-5% -$28.3K 0.25% 71
2025
Q1 		$540K Sell
6,820
-1,802
-21% -$137K 0.29% 71
2024
Q4 		$617K Sell
8,622
-2,022
-19% -$153K 0.35% 59
2024
Q3 		$803K Sell
10,644
-2,148
-17% -$163K 0.44% 51
2024
Q2 		$948K Buy
12,792
+596
+5% +$50.5K 0.53% 45
2024
Q1 		$1.18M Sell
12,196
-58
-0.5% -$4.99K 0.68% 38
2023
Q4 		$1.07M Sell
12,254
-122
-1% -$9.88K 0.67% 39
2023
Q3 		$952K Sell
12,376
-5
-0% -$414 0.64% 41
2023
Q2 		$1.1M Sell
12,381
-335
-3% -$25.9K 0.7% 35
2023
Q1 		$875K Sell
12,716
-354
-3% -$26.1K 0.62% 47
2022
Q4 		$1.01M Buy
13,070
+22
+0.2% +$1.72K 0.74% 37
2022
Q3 		$909K Sell
13,048
-2
-0% -$139 0.73% 35
2022
Q2 		$788K Sell
13,050
-2,281
-15% -$138K 0.61% 44
2022
Q1 		$1.02M Buy
15,331
+1,185
+8% +$78.7K 0.67% 38
2021
Q4 		$1.12M Sell
14,146
-725
-5% -$60.8K 0.72% 34
2021
Q3 		$1.28M Buy
14,871
+541
+4% +$46.8K 0.88% 28
2021
Q2 		$1.19M Sell
14,330
-190
-1% -$16.4K 0.83% 34
2021
Q1 		$1.19M Sell
14,520
-150
-1% -$12.9K 0.94% 29
2020
Q4 		$1.36M Buy
+14,670
New +$1.29M 1.29% 14

Other funds holding CSGP

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

IVC Wealth Advisors's CSGP Position: Q1 2026 in Review

IVC Wealth Advisors sold out of CoStar Group (CSGP) in Q1 2026, closing a stake of 5,464 shares — an estimated $367K sold.

IVC Wealth Advisors first reported a position in CSGP in Q4 2020 and held it in 21 quarters. The position peaked at $1.36M in Q4 2020. 797 funds tracked by Wall St. Rank hold CSGP as of Q1 2026.

  • IVC Wealth Advisors reported no remaining CoStar Group position as of Q1 2026 after selling out during the quarter.
  • IVC Wealth Advisors sold 5,464 CoStar Group shares in Q1 2026, an estimated $367K.
  • IVC Wealth Advisors first reported a position in CoStar Group in Q4 2020 and held it in 21 quarters.
  • IVC Wealth Advisors's CoStar Group position peaked at $1.36M in Q4 2020.
  • 797 funds tracked by Wall St. Rank held CoStar Group as of Q1 2026.

Based on IVC Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.